Making Benefits Work For Employers and Employees
Whatever your requirements, you need to be confident you’re dealing with qualified, experienced, professionals who are specialists in their field. That's why you should speak to The Goodman Partnership LLP.
We concentrate on the areas where we have expertise and know we can add value:
- Workplace Pension Schemes
- Group risk schemes such as Life, Income Protection and Medical Expenses
- Total Reward and Flexible Benefit systems
- Key Person and business protection cover on Partners and Shareholders
We’ve built our business by providing sound advice and good service. We value the long term relationship we have with our clients and the trust they put in us to look after their interests.
New clients come to us following recommendations from other businesses as well as from professional advisers. We’re sure that’s because of what we do, how we do it and the results we achieve.
Why Use Us
We are truly independent. The firm is wholly owned by the Partners and directly authorised by the Financial Conduct Authority.
We provide sound, practical advice and always explain our recommendations in clear terms with the minimum of jargon.
We make sure the benefits you provide are cost effective and simple to administer. An annual report will keep you informed of costs, take-up and relevant developments in the world of employee benefits.
Employee benefits must be understood and appreciated by the members. We can provide group presentations or 1:1 meetings according to what you and your staff require.
We will agree our fees with you before carrying out any work and will set off any commission we receive. This approach helps you to control costs - and you can be confident that our advice is not influenced in any way by commission that might be paid.
We work hard to provide a quality service at all times. Our interpretation of good service means that you, your payroll organiser and your staff will always receive prompt, reliable and personal attention from our Employee Benefits team.
We charge fees for our advice and services because it is the fairest approach – and it emphasises our commitment to providing independent and impartial advice.
We’ll always tell you how much our advice or services will cost before we start work. Our fees will reflect the type of work you would like us to complete and the complexity of the schemes you ask us to implement or administer.
Fees for our services are usually subject to VAT. Our VAT number is 202 7845 22.
We are one of fewer than 680 Chartered Financial Planning firms in the UK (October 2015).
This award is achieved and maintained by meeting the rigorous standards of professionalism demanded by The Chartered Insurance Institute. This includes demonstrating our commitment to developing and maintaining the knowledge and capability of our financial planners and the rest of our team. We’ve also adopted the CII’s code of ethical practice that places our clients’ best interests at the heart of the advice we give and everything we do.
For you, it’s further reassurance that our financial planners are highly qualified, experienced and knowledgeable. It also demonstrates that we’re committed to building our knowledge and skills so that our clients get the most up-to-date advice available.
More information about our Chartered Financial Planning status can be found here and by watching the video below.
We have a highly qualified and experienced team of advisers
Graham Rose, Dip PFS, ACII is our Employee Benefits adviser but particularly enjoys the financial planning surgeries he runs for the employees of our corporate clients.
Andy Smith, APFS, ACII is the firm’s retirement planning specialist which includes pre- and post-retirement investing as well as pension options at retirement. Andy is also qualified to provide advice on how to deal with or share pension entitlements on divorce.
Andy Kirk, APFS is the firm’s investment specialist. Andy’s clients include individuals planning for their retirement as well as Trustees, Attorneys and Deputies.
Keith Goodman, APFS has retired as an adviser but keeps up to date with retirement planning and employee benefit matters.
Research and Technical Support
Our highly qualified and experienced research team provide vital technical support to our advisers.
Stuart Foden, Dip PFS, IMC is our senior paraplanner and team leader. He worked in discretionary fund management before joining us in 2002 and evidenced his excellent investment knowledge by achieving the Level 4 Certificate in Investment Management from the Chartered Financial Analyst Institute.
Simon Pockett, Cert PFS (Paraplanning) joined us in 2009 from a national firm of advisers. After initially becoming our Senior Administrator he was promoted to join our paraplanning team in 2013 and now works closely to support all our financial planners.
Rob Burns, Dip PFS, Cert CII (MP) joined us in 2014 from a national firm of advisers and works closely with Andy Smith on retirement planning matters.
Admin & Accounts
What business can survive without an efficient admin and accounts team?
Steph Kirk, Cert PFS will be well known to many of our clients as she has been involved with all aspects of group scheme administration since 2004.
Ian Knipe is our Office Manager and has been with us since the summer of 2000. As well as having the important role of managing the smooth running of our office, Ian also deals with our accounts.
Jada Kwong joined us in 2013 and will be well known to many of our clients. Jada joined us from another local IFA practice and has considerable admin experience.
Kathryn Briggs joined us in 2015 when we expanded our admin team. Kathryn also has considerable admin experience, having previously worked at another IFA practice.
Lorna Watson joined us in 2014. Lorna has a variety of roles within our firm but hers is the friendly voice you usually hear when you telephone us and makes clients who visit our office welcome and comfortable.